View or Print Project Reports

You can view or print reports for projects linked to an opportunity, contract, or subcontract from the Manage Opportunities, Manage Contracts, or Manage Subcontracts screen.

Make sure that you have specified the parameters for viewing project reports for opportunities on the Configure Opportunity/Proposal Settings screen and for contracts and subcontracts on the Configure Contract Management Settings screen before generating project reports in the Capture & Contracts domain.

Creating Parameters for Project Reports

Before generating project reports, you must set up stored parameters in each of the three report applications. The stored parameters define default values such as accounting period, sort options, and display settings used when reports are run from the Manage Opportunities, Manage Contracts, or Manage Subcontracts screens.

To create stored parameters, navigate to each of the following screens and save a named parameter set for the logged-in company:

Print Project Status Report
Print Project Labor Summary Report
Print Project Non-Labor Detail Report

Once saved, these parameters are referenced automatically when generating reports from the Projects Linked subtask of Manage Opportunities and Manage Contracts or from the Subcontract Project Data section in Manage Subcontracts.

Configuring Report Settings for Opportunities and Contracts/Subcontracts

After creating stored parameters, you must configure the settings screens to reference them. This applies separately for opportunities and for contracts/subcontracts.

For opportunities: On the Configure Opportunity/Proposal Settings screen, update the following:

Report Stored Parameters: For each of the three project reports (Project Status Report, Project Labor Summary Report, and Project Non-Labor Detail Report), select the stored parameter set to use when the report is generated from the Manage Opportunities screen.
FY/Period/Subperiod Selection: Select one of the following options:
- Use FY/Period/Subperiod from stored parameters: The accounting period will be taken from the stored parameter set selected above.
- Use Accounting Period Below: Manually specify the fiscal year, period, and subperiod values to use instead.

For contracts and subcontracts: On the Configure Contract Management Settings screen, update the following:

Report Stored Parameters: For each of the three project reports, select the stored parameter set to use when the report is generated from the Manage Contracts or Manage Subcontracts screen.
FY/Period/Subperiod Selection: Select one of the following options:
- Use FY/Period/Subperiod from stored parameters: The accounting period will be taken from the stored parameter set selected above.
- Use Accounting Period Below: Manually specify the fiscal year, period, and subperiod values to use instead.

Viewing or Printing a Project Report

To view or print a project report:

On the Manage Opportunities or Manage Contracts screen, complete these steps:
1. On the General tab, click the Projects Linked subtask.
  Note: If there are no projects linked to the opportunity or contract, no records display on this subtask and you will not be able to generate a project report.
2. Click the row for the project for which you want to view or print a project report.
  
  If the linked project you are looking for is a lower-level project, and the table window displays only the top-level projects, expand the project's parent project or click Expand All to display all linked projects.
3. Hover over the Context Menu on the right side, and click the Print icon. Click the vertical ellipsis in Print Record or Preview Record and select from the following options:
  - Project Status Report
  - Project Non-Labor Detail Report
  - Project Labor Summary Report
On the Manage Subcontracts screen, complete these steps:
1. On the General tab, make sure that a project is associated with the subcontract.
Note: If the Subcontract Project ID field in the Subcontract Project Data group box is blank, you will not be able to generate a project report.
1. Hover over the Context Menu on the right side, and click the Print icon. Click the vertical ellipsis in Print Record or Preview Record and select from the following options:
  - Project Status Report
  - Project Non-Labor Detail Report
  - Project Labor Summary Report

On all three screens, you cannot make any changes on the actual report parameters, but you can modify the Page Setup and Print Setup settings.

Project Status Report

By default, the Projects Linked subtask uses the following parameters from the Print Project Status Report screen for the logged-in company:

Project Managers group box: Option, Start, and End values
Sort By group box: All fields, except that Project must be the first sort
Level group box: Account Level __ and Below field
Show group box: All fields
Profit as Percentage of selection
Column group box: All columns
Rate Type selection

The values taken into account for the following options on the Print Project Status Report screen come from other sources:

Selection Ranges drop-down list: This will always be Project if the selected linked project has a classification other than Work In Process. Otherwise, the drop-down list will have WIP Project. The selection range Option for Project and WIP Project will always be One, and the Start value will be the project ID of the selected linked project.
Accounting Period group box: For a project linked to an opportunity, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Opportunity/Proposal Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored PSR parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Opportunity/Proposal Settings will be used.

For a project linked to a contract and/or subcontract, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Contract Management Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored PSR parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Contract Management Settings will be used.
Project Level/Alt Project Level __ and Below field: This will always be the level of the selected linked project.

Project Labor Summary Report

By default, the Projects Linked subtask uses the following parameters from the Print Project Labor Summary Report screen for the logged-in company:

Collate By drop-down selection
Project Managers group box: Option, Start, and End values
Select group box: All fields, including Sort Order and Include Subtotal
Include group box: Lines With No Activity and Inactive Projects check box selection
Select Labor Category group box: Project (PLC) or General (GLC) selection

The values taken into account for the following options on the Print Project Labor Summary Report screen come from other sources:

Group By drop-down list: This will always be Projects.
Projects selection range: Option will always be One, and the Start value will be the project ID of the selected linked project.
Accounting Period group box: For a project linked to an opportunity, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Opportunity/Proposal Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored Project Labor Summary Report parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Opportunity/Proposal Settings will be used.

For a project linked to a contract and/or subcontract, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Contract Management Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored Project Labor Summary Report parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Contract Management Settings will be used.
Project Level __ and below field: This will always be the level of the selected linked project.

Project Non-Labor Detail Report

By default, the Projects Linked subtask uses the following parameters from the Print Project Non-Labor Detail Report screen for the logged-in company:

Performing Organizations group box: Option, Start, and End values
Accounts group box: Option, Start, and End values
Project Managers group box: Option, Start, and End values
Sort By group box: 1st Sort selection
Transaction Sort group box: All fields
Include group box: Performing Organization Level __ and below and Account Level __ and below fields
Group Organizations group box: Project or Performing Org selection
Show: Transaction Description check box selection

The values taken into account for the following options on the Print Project Non-Labor Detail Report screen come from other sources:

Project selection range: Option will always be One, and the Start value will be the project ID of the selected linked project.
Accounting Periods group box: For a project linked to an opportunity, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Opportunity/Proposal Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored Project Non-Labor Detail Report parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Opportunity/Proposal Settings will be used.

For a project linked to a contract and/or subcontract, if the Use FY/Period/Subperiod from stored parameters option is selected on the Configure Contract Management Settings screen, the accounting fiscal year/period/subperiod will be taken from the stored Project Non-Labor Detail Report parameter specified on that screen. If the Use Accounting Period Below option is selected, the Fiscal Year, Period, and Subpd values specified in Configure Contract Management Settings will be used.

Note: If Use Accounting Period Below is selected, you must run the Update Project Status Report Tables application before generating the Project Non-Labor Detail Report to get accurate results. If Update Project Status Report Tables has never been run for the project, no data will be printed on the Project Non-Labor Detail Report if you generate the report from the Manage Opportunities, Manage Contracts, or Manage Subcontracts screen.
Project/Alternate Project Level __ and below field: This will always be the level of the selected linked project.

Parent Topic:

Projects Linked Subtask